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Adding companies

Add a startup with just a name and a website, then let enrichment fill in the rest.

Sourcing is where new companies enter Investryx. You add a record with two fields, open it, and run enrichment; everything else — sector, stage, funding, description — is filled from public information with a source attached.

Sourcing list

Sourcing and Network

Investryx keeps one record per organisation. Sourcing shows the organisations categorised as startups, with deal-flow columns such as Stage and Momentum. Network shows every organisation you know — startups, funds, family offices, law firms, banks — with a category filter. Both open the same detail drawer.

Add a company

  1. Open Sourcing and select Add company.
  2. Enter the Company name and Website (for example acmerobotics.com). Both are required; Add & open stays disabled until both are filled.
  3. Select Add & open. The record is created and its detail drawer opens.
  4. In the Overview section, select Enrich to fill in category-specific fields, headquarters and a description from public sources.

A company added from Sourcing is a Startup. A company added from Network → Add company is created with the category Other, for organisations that are not investment targets.

The website is stored in a normalised form (lowercase, without https:// or www.) and acts as the record’s identity, which is how Investryx avoids creating the same company twice.

Other ways a company is created

  • Pipeline → New deal → Create new company: creates the startup and a deal at the Sourced stage in one step. Enrich it afterwards from the drawer.
  • Add contact: when you type a company that does not exist yet, choose Create new company to create it with the person.
  • CSV import of contacts creates any company named in the company column.

Working with the list

The Sourcing table has columns for Company, Sector, Stage, Location, Source and Momentum.

  • Search filters by name as you type.
  • Sector, Stage and Source are header filters. Select a column header to open a multi-select menu with counts; each choice becomes a removable chip above the table, and Clear all resets them.
  • The Momentum header toggles sorting by momentum score. Companies without a score sort last.
  • An In pipeline badge marks startups that already have an active deal.

Select any row to open the detail drawer. From a startup’s drawer, Add to pipeline creates a deal. Once a deal exists, the deal card at the top of the drawer shows its stage and offers Open in pipeline instead.